Fiercely committed to his clients and seeking successful outcomes for their financial needs.
Joined Lido: 2022
Homebase: West Palm Beach
Professional Focus: Vincent’s focus is on developing personal and impactful relationships with his clients while providing comprehensive financial planning for their goals and needs.
Education: B.A., Economics and Business Administration, Florida Atlantic University
Previous Work Highlights: Managed relationships with individual and business clients at Regions Bank, providing financial planning advice and assistance in lending solutions. Prior to that, he was an independent advisor for VALIC Financial Advisors where he provided retirement and life insurance solutions to Broward County teachers.
Personal Facts: Serves as an alumni advisor for his Florida Atlantic fraternal organization helping students navigate their path through college.
